politically it is critical to the united states. so u.s. walking away i think is a direct correlation with the markets pulling back, if that were to happen. so there is nothing fundamentally different in egypt versus 18 months ago. the market is only rally, because u.s. interest, u.s. commitment. if they were to reverse i would be very surprised if the market holds its gains. david: thank you very much. from sm advisory group. moody's warnings of a potential cut of the u.s. credit rating came with a suggested solution, entitlement reform. there's a novel idea. but with half the country deriving some of their wealth from a government check is our credit rating already lost? liz macdonald is here with that story. liz claman joins us live from the intel developers conference in san francisco with more. liz, what do you have coming up? >> nobody is thinking about moody's downgrades or the federal reserve here unless we bring it up. instead they're thinking of ideas. how about, you do know only 8% of the time you're actually using your car. why